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Monument Capital Management’s Eversource Energy ES Stock Holding History

Monument Capital Management’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$240K Buy
3,322
+239
+8% +$16.6K 0.05% 234
2026
Q1 		$214K Buy
3,083
+50
+2% +$3.53K 0.05% 202
2025
Q4 		$204K Buy
+3,033
New +$213K 0.05% 209

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Monument Capital Management's ES Position: Q2 2026 in Review

Monument Capital Management increased its Eversource Energy (ES) stake by 7.8% in Q2 2026, buying an estimated $16.6K and bringing the position to 3,322 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #234.

Monument Capital Management first reported a position in ES in Q4 2025 and has held it in 3 quarters since. 457 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Monument Capital Management held 3,322 shares of Eversource Energy worth $240K as of Q2 2026.
  • Monument Capital Management bought 239 Eversource Energy shares in Q2 2026, an estimated $16.6K.
  • Eversource Energy made up 0.05% of Monument Capital Management's portfolio in Q2 2026, its #234 holding.
  • Monument Capital Management first reported a position in Eversource Energy in Q4 2025 and has held it in 3 quarters since.
  • 457 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.